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PLTY

YieldMax PLTR Option Income Strategy ETF

28 hedge funds and large institutions have $46.9M invested in YieldMax PLTR Option Income Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

75% more funds holding

Funds holding: 1628 (+12)

35% more capital invested

Capital invested by funds: $34.7M → $46.9M (+$12.2M)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

1.38% more ownership

Funds ownership: 5.43%6.82% (+1.4%)

27% less call options, than puts

Call options by funds: $6.08M | Put options by funds: $8.36M

Holders
28
Holders Change
+12
Holders Change %
+75%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
5
Reduced
4
Closed
4
Calls
$6.08M
Puts
$8.36M
Net Calls
-$2.28M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$31.7M +$2.44M +37,163 +8%
IFG
2
Independent Financial Group
California
$3.09M +$1.54M +23,500 +98%
OMC
3
Old Mission Capital
Illinois
$3.01M +$3.03M +46,129 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.43M +$2.44M +37,216 New
UBS Group
5
UBS Group
Switzerland
$1.62M +$1.63M +24,768 New
SS
6
Sunbelt Securities
Texas
$886K +$883K +13,439 +10,029%
HF
7
HRT Financial
New York
$665K +$669K +10,190 New
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Quebec, Canada
$652K
Jane Street
9
Jane Street
New York
$559K +$562K +8,563 New
Belvedere Trading
10
Belvedere Trading
Illinois
$554K -$65.6K -998 -11%
Group One Trading
11
Group One Trading
Illinois
$551K -$402K -6,122 -42%
XT
12
XTX Topco
Cayman Islands
$218K +$219K +3,336 New
CCC
13
Compass Capital Corp
Massachusetts
$217K +$555K +8,450 New
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$209K +$211K +3,205 New
Morgan Stanley
15
Morgan Stanley
New York
$131K -$66 -1 -0%
EC
16
Elequin Capital
New York
$128K +$129K +1,962 New
TRCT
17
Tower Research Capital (TRC)
New York
$83.5K +$84.1K +1,280 New
Osaic Holdings
18
Osaic Holdings
Arizona
$74.3K +$10.1K +154 +16%
CA
19
CoreCap Advisors
Michigan
$48.8K -$52.1K -793 -51%
TFG
20
Team Financial Group
California
$24.3K +$14.7K +224 +150%
WWA
21
Wealth Watch Advisors
Colorado
$17.5K +$17.6K +268 New
AAS
22
Ameritas Advisory Services
Nebraska
$15.7K +$15.8K +241 New
SIC
23
Salem Investment Counselors
North Carolina
$6.53K +$6.57K +100 New
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$4.57K
AF
25
Allworth Financial
California
$3.92K +$3.94K +60 New

PLTY Hedge Fund Activity: Q3 2025 in Review

28 of the 7,628 institutional investors tracked by Wall St. Rank reported a position in YieldMax PLTR Option Income Strategy ETF (PLTY) for Q3 2025, worth a combined $46.9M — up 35% from $34.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PLTY positions and 4 closed out — a net gain of 12 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $3.03M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.43M sold.

  • 28 institutional investors held YieldMax PLTR Option Income Strategy ETF (PLTY) as of Q3 2025, up from 16 in Q2 2025.
  • Funds reported $46.9M of YieldMax PLTR Option Income Strategy ETF stock for Q3 2025, up 35% quarter-over-quarter.
  • 16 funds opened new YieldMax PLTR Option Income Strategy ETF positions in Q3 2025 and 4 closed out, a net change of +12 holders.
  • The largest YieldMax PLTR Option Income Strategy ETF buyer in Q3 2025 was Old Mission Capital, an estimated $3.03M added.
  • The largest YieldMax PLTR Option Income Strategy ETF seller in Q3 2025 was Citadel Advisors, an estimated $1.43M sold.

Based on aggregated 13F filings for Q3 2025.